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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,360 | $100,911-17.4% | $90,440-7.8% | $158,966-47.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.68% | 1726.62%-1713.9pp | 1294.38%-1281.7pp | 302.95%-290.3pp |
| Employer contribution / active EE | $3,514 | $3,690-4.8% | $3,263+7.7% | $4,762-26.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,638 | $6,507-74.8% | $5,615-70.8% | $11,250-85.4% |